Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Financial Advisors 12/24/2020

How the Virus Almost Stole Christmas (and the DOW Saved the Day!)

Every stock down in Dow ville, liked Christmas a lot; But the Covid virus, of Twenty Twenty did not. The virus hated the Dow, and all stocks toget...

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Client Acquisition 12/22/2020

How to Add Clients Immediately After the Holidays

We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who understands te...

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Financial Advisors 12/15/2020

How Can Clients Reduce Expenses Post-Pandemic?

The new year is fast approaching, and during this one, the pandemic forced clients to pick up a number of new money-saving habits due to their chan...

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Financial Advisors 12/4/2020

CFP CE Credit with Financial Advisor IQ: Think Tank

With the coronavirus pandemic canceling most major gatherings for 2020, this likely hindered your ability to obtain CFP CE credit – credit you usua...

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Client Retention 12/1/2020

Stock Market Investing: Gearing Your Clients for Volatility

Stock market volatility can be scary. This means that our job – as investment advisors – is to talk our clients off the ledge, to hold their hands ...

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Trust 11/25/2020

Simplifying Nevada Trusts | Part 6: Benefits by Trust Type

In our final installment of the series, we will review the various trust types, discussing which trust is the best fit for achieving your client’s ...

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Financial Advisors 11/24/2020

Engaging in Wealth Transfer Planning with a Client

The COVID-19 pandemic has resulted in a massive national deficit, and the federal government could try to rectify some of this by altering estate t...

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Trust 11/19/2020

Simplifying Nevada Trusts | Part 5: Funding Trusts with a Completed or Incomplete Gift

Your client can fund trusts with either completed or incomplete gifts. How a trust gets funded can impact both the client and their heirs' future t...

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Financial Advisors 11/17/2020

This Might Help You Understand Our Current Stock Market

Let’s assume for a moment I was able to time travel and you and I spoke on December 31, 2019 at 11:59 pm.

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Trust 11/12/2020

Simplifying Nevada Trusts | Part 4: Grantor vs. Non Grantor

In Part 4 of Simplifying Nevada Trusts, we break down some features and benefits – and give examples – of grantor and non-grantor trusts.

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Client Acquisition 11/9/2020

Simple Digital Marketing Tips to Grow Your Practice

This post was authored by Paul C. Ragone. Paul C. Ragone is a Investment Advisor Representative of, and Security and Investment Advisory Services ...

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